This post is for fun, but as I write it I can’t help but see parallels between fishing for “bones” and inbound marketing. The equipment, tactics, strategies and execution needed to catch a bonefish are similar to those required for effective marketing.

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HNW Investors are Social

For financial advisors, social media represents a powerful addition to traditional marketing. Indeed high net worth investors are active on social media and expect their advisors to be also.  To wit,

  1. 87% use social media
  2. 52% of investors want to connect with advisors on LinkedIn
  3. 50% of high-net-worth investors want market, trend, and product information via social media

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With all the focus on digital and inbound marketing, many of our clients look for ambitious results from their inbound marketing programs – and they should!

Over time, as reputation and ‘Klout’ builds with effective social engagement and content marketing, the inbound machine will pay off. However, an effective revenue strategy involves more than inbound marketing – especially for complex and considered sales and higher-end professional services.  Inbound marketing is critical, but smarter outbound selling strategies, in most cases, will continue to drive the largest share of revenue performance.

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Over the last six months, we have had a number of small businesses come to us with website security and management issues.  These were mostly WordPress websites that had not been maintained effectively.  In one case, the business had experienced a website outage for 10 days!  While this business was able to function, many businesses could not operate without a website functioning properly. If your site went down for an extended period, what would the impact be for your business?

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Today, I received an email from a leading high performance sales training and systems company that offers leading solutions for buyer-focused sales and marketing. The company has been around for a while and is clearly a leader in their space, so they had credibility from the start. The email headline got my attention as it was related to new buyer-focused sales strategies and it included a call-to-action for  training in advanced marketing and sales.

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Social Media Marketing

To be competitive today, financial advisors should be using social media to engage connections and capture qualified prospects.

Digital Foundation: This strategy is underpinned by your Digital Foundation, that is:

  • Client and 1st degree connections on social networks, the three most important (e.g., LinkedIn, Twitter, FaceBook)
  • Contact database
  • Contacts in a CRM system (e.g., SalesForce, RedTail)
  • LinkedIn Connections
  • Alerts and monitoring

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